As an experienced freelance reporter, I understand the challenges of managing projects. Streak Crm Integration With Mailchimp …tracking leads, and nurturing customer relationships. Over the years, I’ve try out different tools to enhance my workflow and improve effectiveness. One tool that has actually really changed my hiring process. In this short article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Streak Crm Integration With Mailchimp for your customer relations partnership communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total newbie it will assist you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s totally totally free so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is adding to Gmail and it will take me directly to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just check in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will provide your stage a name let’s state that you actually wished to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I think all of these are in fact already produced so this is really quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have totally free form a date check box drop down General email email tracking job calls and conferences so I don’t see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here fine e-mail thread count close date okay business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have developed by date produced followers and more so I really wish to choose the produced.
by or maybe the fans due to the fact that I want to track my team members that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives available within streak is really among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I finished with jobs then I can choose the task stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various different colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property support and custom So within our support you can see we have actually inbound appointed dealing with solved and noise this is actually respectable and we likewise have customized where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on get in so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click new now as soon as you develop a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can really create a follow-up emails and different storage emails here and we have active instructs so utilizing is actually easy you can start for free by simply adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I’ve worked with various clients, handled numerous jobs simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for an option, I checked out numerous platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to monitor the progress and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and build customized solutions.
This flexibility enables independent reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to implementation.
You can develop custom phases for different advancement stages, appoint tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. offers a budget friendly and instinctive service that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.